Plan Snapshot
- Plan Sponsor: The University Of The Arts
- Sponsor EIN: 231639911
- Sponsor Address: 2301 E. EVESHAM ROAD, VOORHEES, NJ, 08043
- Plan Type: 403(b)
- Total Participants: 205
- Total Assets: $95.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $95.4M | $511,395 | $710,284 |
| 2023 | 300 | $99.1M | $755,551 | $1.1M |
| 2022 | 286 | $91.3M | $722,631 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GIULIANO, MILLER & COMPANY, LLC | NONE | $70,000 | — | $70,000 |
| CAPFINANCIAL PARTNERS LLC | NONE | $41,935 | — | $41,935 |
| SEE ATTACHED REASONABLE CAUSE | Auditor | $2,200 | — | $2,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,135
- Estimated Expense Ratio: 0.120% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $116,071 | $41,935 | $1,086 | $2,200 | — |
| 2023 | $57,762 | $41,112 | — | $16,100 | — |
| 2022 | $55,846 | $40,096 | — | — | $15,300 |